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Buy, hold, sell: Imugene, Liontown Mesoblast, Kogan, Dusk

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James Marlay: Hello and welcome to Livewire’s Buy Hold Sell, my name is James Marlay and today I’m joined by Shane Fitzgerald from Monash Investors and Emanuel Datt from Datt Capital. And we are back in lockdown. I guess the beauty of that is we can bring our Victorian guests north of the border in a COVID-19-safe environment.

Emanuel, great to have some Victorian participation on the show. Today’s show, we are doing a bit of a review – or we’re doing a series of shows on the best and worst performers from FY21 and our guests today are going to be talking about the small-cap sector of the market, which had a tearaway year. But underneath it all, it’s kind of like a little bit of a mad feast underneath. Lots of volatility in small caps, as you would know.

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    Original URL: https://www.afr.com/wealth/investing/buy-hold-sell-imugene-liontown-mesoblast-kogan-dusk-20210716-p58af1